Charles Allain III is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2011, following five years at Morgan Keegan & Company. He serves as a successor trustee in a family trust arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and various institutional platforms, supported by extensive operational and research tools.

Joseph Regard is a financial advisor with LPL Financial based in New Iberia, Louisiana. He holds a Series 63 designation and has 45 years of industry experience, including over 40 years at Linsco/Private Ledger Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Hyde is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services LLC since 2022. He also serves as a private wealth banker at Hancock Whitney Bank, where he works with commercial and consumer lending, depository relationships, and collaborates with the trust department and asset management team. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers, with a range of program options and over $256 billion in assets under management.

Leland Dohmann is a financial advisor with Primerica Advisors in Opelousas, Louisiana, holding 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he receives non-investment related compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Vincent Lauer is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he is involved in business ownership through Lauer Investments LLC and co-owns a retail business, Lauer and Leach. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered by a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Nichole Bazar is a Series 66 registered advisor with Edward Jones in Abbeville, LA, and has five years of industry experience. She has worked at Edward Jones since 2000. Outside of her advisory role, she is a part owner and vice president of Brasseux's True Value Hardware Store. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide advisor and branch network, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Phillip Leblanc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He is also a CPA with an accounting firm, Thibodaux Hebert Deshotels LeBlanc, where he provides tax consulting services. In addition to his advisory role, he operates a CPA practice and has interests in payroll processing and independent insurance agency work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary models with access to third-party strategists.

Phillip Vidrine is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. His work history includes roles at Hancock Whitney Bank, First Horizon, State Farm VP Management Corp, and the Scotty Doucet Insurance Agency. He also spent eight years associated with Teurlings Catholic and the University of Louisiana at Lafayette. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Kevin Bellard Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at LPL Financial, First Horizon Advisors, J.P. Morgan Securities, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports its clients through various advisory programs and a large advisor network.

Jared Labue is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 63 designation and has worked at several firms including First Horizon Advisors, Iberia Wealth Advisors, Hancock/Whitney Investment Services, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies, supported by various technology tools and a broad platform including insurance and banking partnerships.

Paula Prejean is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Lafayette, LA, bringing eight years of experience in the industry. She is also a CPA and partner at Thibodaux Hebert Deshotel Leblanc, a CPA firm where she has worked since 1995. In addition to her advisory roles, she owns and operates The Upper Room Cafe, a local coffee and tea café that also offers minister opportunities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies with various custody and platform options.

Ryan Kayfes is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Scottrade and Ameriprise affiliates dating back to 2014. Outside of advising, he owns 1917 Consulting, LLC, a consulting and recruiting business focused on recruiting external advisors exclusively for Ameriprise Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendations and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Luke Hackett is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at the Drone Institute, Palmyre, Central Pizza, Deanos, rochettos, and NA School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Hayes is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 27 years of industry experience. She previously managed her own advisory firm, AEH Wealth Management LLC, and has held positions at several related firms since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Randall Burge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2002, continuing a family legacy in investment management. As a qualified Portfolio Manager, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He services clients through the firm’s Investment Advisory Program, where he may manage strategies on a discretionary basis. Randall’s expertise encompasses family wealth management, retirement income planning, tax minimization, portfolio management, and consulting on institutional and corporate benefit services, including defined benefit and defined contribution plans. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in International Trade & Finance from Louisiana State University, where he was awarded a University Medal. Randall resides in Lafayette with his wife, Stephanie, and their two children, Beckett and Isabelle. His personal interests include boating, spending time with family, and traveling.

Aaron Ogea is a CFP® professional with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his financial advisory role, Aaron is involved as a stylist with J. Hilburn, a custom clothing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Bergeron is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 63 designation and bringing 34 years of industry experience. His career includes 15 years with MetLife Securities and over nine years with Mass Mutual Investors Services. Outside of his financial work, he assists with home health care activities for his father. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-oriented approach.

Raquel Kusy is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lacy Foreman Labbe is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney prior to her current roles. Outside of her advisory work, she is the sole proprietor of a construction and engineering business in Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Andre Hebert is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.